HWMG
WEC icon

Hurlow Wealth Management Group’s WEC Energy WEC Stock Holding History

Hurlow Wealth Management Group’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$302K Buy
2,610
+2
+0.1% +$225 0.07% 93
2025
Q4 		$275K Sell
2,608
-184
-7% -$20.4K 0.07% 102
2025
Q3 		$320K Hold
2,792
– – 0.08% 83
2025
Q2 		$291K Hold
2,792
– – 0.08% 97
2025
Q1 		$304K Buy
2,792
+2
+0.1% +$204 0.1% 88
2024
Q4 		$262K Hold
2,790
– – 0.08% 103
2024
Q3 		$268K Hold
2,790
– – 0.08% 100
2024
Q2 		$219K Hold
2,790
– – 0.08% 112
2024
Q1 		$229K Hold
2,790
– – 0.08% 108
2023
Q4 		$235K Sell
2,790
-2
-0.1% -$165 0.09% 99
2023
Q3 		$225K Hold
2,792
– – 0.1% 96
2023
Q2 		$246K Sell
2,792
-59
-2% -$5.45K 0.11% 92
2023
Q1 		$270K Sell
2,851
-2
-0.1% -$185 0.13% 87
2022
Q4 		$267K Buy
2,853
+10
+0.4% +$924 0.14% 87
2022
Q3 		$254K Hold
2,843
– – 0.15% 79
2022
Q2 		$286K Hold
2,843
– – 0.16% 73
2022
Q1 		$284K Sell
2,843
-762
-21% -$72K 0.17% 75
2021
Q4 		$320K Buy
3,605
+708
+24% +$64.7K 0.25% 66
2021
Q3 		$256K Hold
2,897
– – 0.15% 83
2021
Q2 		$258K Sell
2,897
-708
-20% -$66.7K 0.17% 81
2021
Q1 		$337K Hold
3,605
– – 0.24% 70
2020
Q4 		$332K Hold
3,605
– – 0.26% 65
2020
Q3 		$349K Hold
3,605
– – 0.32% 58
2020
Q2 		$316K Sell
3,605
-20
-0.6% -$1.8K 0.31% 62
2020
Q1 		$351K Hold
3,625
– – 0.38% 59
2019
Q4 		$345K Sell
3,625
-11
-0.3% -$1K 0.34% 70
2019
Q3 		$337K Hold
3,636
– – 0.36% 70
2019
Q2 		$316K Hold
3,636
– – 0.33% 70
2019
Q1 		$285K Sell
3,636
-132
-4% -$9.79K 0.31% 75
2018
Q4 		$267K Buy
+3,768
New +$265K 0.32% 72

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hurlow Wealth Management Group's WEC Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its WEC Energy (WEC) stake by 0.08% in Q1 2026, buying an estimated $225 and bringing the position to 2,610 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #93.

Hurlow Wealth Management Group first reported a position in WEC in Q4 2018 and has held it in 30 quarters since. The position peaked at $351K in Q1 2020. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Hurlow Wealth Management Group held 2,610 shares of WEC Energy worth $302K as of Q1 2026.
  • Hurlow Wealth Management Group bought 2 WEC Energy shares in Q1 2026, an estimated $225.
  • WEC Energy made up 0.07% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #93 holding.
  • Hurlow Wealth Management Group first reported a position in WEC Energy in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's WEC Energy position peaked at $351K in Q1 2020.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.